MFS
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Madrona Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Madrona Financial Services’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.06M Sell
32,217
-1
-0% -$153 0.93% 24
2026
Q1 		$4.46M Sell
32,218
-84
-0.3% -$12.1K 0.98% 25
2025
Q4 		$4.57M Sell
32,302
-630
-2% -$88.4K 0.98% 23
2025
Q3 		$4.55M Sell
32,932
-1,751
-5% -$233K 1% 23
2025
Q2 		$4.46M Sell
34,683
-2,386
-6% -$286K 1.07% 23
2025
Q1 		$4.31M Sell
37,069
-7,372
-17% -$883K 1.19% 23
2024
Q4 		$5.22M Sell
44,441
-2,161
-5% -$259K 1.42% 18
2024
Q3 		$5.57M Sell
46,602
-945
-2% -$108K 1.55% 19
2024
Q2 		$5.34M Sell
47,547
-1,074
-2% -$118K 1.64% 17
2024
Q1 		$5.35M Sell
48,621
-802
-2% -$84.2K 1.86% 16
2023
Q4 		$5.03M Sell
49,423
-30,248
-38% -$2.89M 1.98% 13
2023
Q3 		$7.36M Sell
79,671
-176,387
-69% -$16.9M 3.36% 7
2023
Q2 		$24.6M Sell
256,058
-27,964
-10% -$2.6M 12.01% 1
2023
Q1 		$25.9M Sell
284,022
-19,874
-7% -$1.77M 13.89% 1
2022
Q4 		$25.8M Buy
303,896
+3,073
+1% +$259K 14.76% 1
2022
Q3 		$23.4M Buy
300,823
+3,860
+1% +$333K 14.46% 1
2022
Q2 		$24.9M Sell
296,963
-19,480
-6% -$1.77M 14.59% 1
2022
Q1 		$31.3M Sell
316,443
-166,693
-35% -$16.6M 15.35% 1
2021
Q4 		$51.1M Buy
483,136
+6,455
+1% +$674K 21.6% 1
2021
Q3 		$47.6M Buy
476,681
+6,043
+1% +$620K 22.6% 1
2021
Q2 		$47.6M Sell
470,638
-913
-0.2% -$91K 24.46% 1
2021
Q1 		$44.9M Buy
471,551
+17,116
+4% +$1.61M 23.02% 1
2020
Q4 		$41.2M Sell
454,435
-760
-0.2% -$64.9K 23.02% 1
2020
Q3 		$36.4M Buy
455,195
+3,829
+0.8% +$303K 22.83% 1
2020
Q2 		$33.3M Buy
451,366
+12,781
+3% +$892K 23% 1
2020
Q1 		$27.4M Buy
+438,585
New +$32.5M 22.78% 1

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Madrona Financial Services's ACWI Position: Q2 2026 in Review

Madrona Financial Services reduced its iShares MSCI ACWI ETF (ACWI) stake by 0% in Q2 2026, selling an estimated $153 and leaving 32,217 shares worth $5.06M. The position accounts for 0.93% of the portfolio, ranked #24.

Madrona Financial Services first reported a position in ACWI in Q1 2020 and has held it in 26 quarters since. The position peaked at $51.1M in Q4 2021. 377 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Madrona Financial Services held 32,217 shares of iShares MSCI ACWI ETF worth $5.06M as of Q2 2026.
  • Madrona Financial Services sold 1 iShares MSCI ACWI ETF share in Q2 2026, an estimated $153.
  • iShares MSCI ACWI ETF made up 0.93% of Madrona Financial Services's portfolio in Q2 2026, its #24 holding.
  • Madrona Financial Services first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 26 quarters since.
  • Madrona Financial Services's iShares MSCI ACWI ETF position peaked at $51.1M in Q4 2021.
  • 377 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.